Essel Finance AMC Limited Mutual Funds Investments

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We have listed various Mutual Fund schemes across different asset classes along with the necessary information to help you make an informed decision. You can filter as per the funds based on the categories of mutual funds. The screener will help you analyze the funds on parameters like fund type, AUM, minimum amount, age, and returns.

About Essel Mutual Fund (Peerless)

Essel Mutual Fund is registered with the Securities and Exchange Board of India (SEBI). Essel Finance Wealth Zone Pvt. Ltd is its sponsor and Essel Finance AMC Limites is the investment manager. Essel MF Trustee Limited is its trustee company.

Essel Finance Wealth Zone (EFWZ) is a wholly-owned subsidiary of Essel Finance Management LLP. It is the holding company of all financial services related businesses of the Company. 

Essel Group is one of India’s most prominent business houses. It has its foothold into the entertainment, media, packaging, infrastructure, education, precious metals, and technology sectors. 

EFWZ was incorporated on 5th February 2008. Essel Finance strives to bring in the latest innovations and offer the best value to its investors. They follow the principle of innovation clubbed with faith being the key to their growth.

In addition, Essel Finance offers a wide range of financial services and products to its customers. Some of the services provided by the Company are - SME Business Loans, Housing Finance, Forex, Private Equity, Investment banking, and distribution.

The objective of the Essel Mutual Fund is to generate risk-adjusted returns for its investors. They offer optimal allocation between credit, liquidity, and durations drivers. They strive to achieve this based on the research of macro-economics, technical and market trends.

How to Invest in Essel Mutual Funds via Scripbox

Invest online in Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below:-

Step 1 - Firstly visit the Scripbox Website for a list of Investment Plans

  • On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal.
  • To start investing in Mutual Fund Scheme, pick any of the options best suited to your financial goal.
  • Click on “Continue” to proceed with Mutual Fund Investment

Step 2 – Secondly sign up to create an account

  • If you are an existing Scripbox member, Sign in with your details.
  • When you sign in, a list of different investment options will appear on your screen.
  • Scripbox allows investors to select the payment option. You can select "Every month SIP" or "One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow.
  • Click on the “See Recommended Funds" to proceed for investment.

Step 3 – Thirdly check the Plan and Fund Allocation

  • A list of mutual funds to invest online and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead.
  • If you wish to change the fund or amount, you can do that by clicking on the option, "I want to change Funds/ Amount."
  • Now click on the "Next" button to make the payment.

Step 4 –  Lastly, Bank Details and Money Transfer

In the last step, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Essel Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund companies. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Top Mutual Funds of Essel Mutual Fund

The following table shows the top performing Mutual Funds

Scheme Category  Asset Under Management (INR) 
Essel Large Cap Equity- Growth Fund Equity: Large Cap Fund Rs 97.67cr
Essel Liquid Fund-Growth Equity: Liquid Fund Rs 38.84cr
Essel Regular Savings-Growth Fund Hybrid: Conservative Fund Rs 36.49cr
Essel Ultra Short Term Fund- SIP Growth Ultra Short Duration Fund Rs 20.67cr
Essel 3 in 1 Fund-Growth Multi Asset Allocation Rs 15.02cr

 

Top Essel Equity Mutual Funds

The following table shows the top Equity Mutual Funds :

Scheme Category Asset Under Management (INR) 
Essel Large Cap Equity- Growth Fund Equity: Large Cap Fund Rs 80.22cr
Essel Equity Liquid Fund-Growth Equity: Liquid Fund Rs 52.68cr
Essel Multi Cap Fund Equity: Multi Cap Fund Rs 175.60cr
Essel Large And Midcap Fund Equity: Large and Midcap Fund Rs 91.35cr
Essel LongTerm Advantage Fund Equity: ELSS Fund Rs 51.90cr
Essel Arbitrage Fund Equity: Arbitrage Fund Rs 0.49cr

 

Top Essel Mutual Fund Debt Mutual Funds 

The following table shows the top performing Debt Mutual Funds :

Scheme Category  Asset Under Management (INR) 
Essel Regular Savings Fund Debt: Savings Fund Rs 34.60cr
Essel Ultra Short Term Fund Debt: Ultra Short Fund Rs 20.67cr
Essel Liquid Fund Debt: Liquid Fund Rs 38.84cr

 

Top Essel Mutual Fund Tax Saving Fund

The following table shows the top performing Tax Saving Funds :

Scheme Category AUM 
Essel Long Term Advantage Fund Equity: ELSS Fund Rs 51.90cr

 

Top Essel Mutual Fund Hybrid Fund

The following table shows the top performing Hybrid Mutual Funds :

Scheme Category AUM 
Essel Equity Hybrid Fund Equity: Hybrid Fund Rs 166.31cr
Essel 3 in 1 Fund Hybrid: Multi Allocation Fund Rs 15.78cr

 

Fund Managers of Essel Mutual Fund

Fund Managers are professionals who manage various assets. They help investors achieve their financial goals. They are the person who directs the fund management decisions.

Moreover, choosing an active fund manager for managing your investments is one of the most important things to do. 

Here is a list of top-performing Fund Managers. These funds managers are from Equity as well as Debt Schemes.

Equity Fund Managers

Mr Saravana Kumar

Mr Kumar is the Fund Manager - Equity at Essel Mutual Fund. He is associated with the Compnay since 2019. 

Earlier, he worked with LIC Mutual Fund where he held the position of  Head of Investments from October 2013-15. He also worked with AIA Life Insurance Co. Ltd. as CIO from 2009-13. From 2003 to 2009 he worked at ICICI Bank Limited as Deputy GM. He was also a Fund Manager at SBI from 2001-03.

Academically, Mr Kumar holds an Engineering Degree in Electronics & Telecommunications. In addition, he has also done his MBA in Finance from IIM Bangalore. He is also a CAIIB. 

Mr Pradeep Sukte

Mr Sukte is the Dealer - Equity and Fund Manager at Essel Finance AMC Limited. At Essel Mutual Fund he manages the Essel Arbitrage Fund.

Earlier he worked with various firms in different capacities. Some of the firms he had work experience with were:

  • Sahara Asset Management Company Private Limited
  • IDFC Securities Limited
  • Quantum Securities Private Limited
  • UTI Securities Limited
  • HDFC securities Limited

Academically, Mr Sukte is a B.Com Graduate and a  CFA. 

Mr Suraj Makhija

Mr Makhija is the Vice President - Fund Management at Essel Mutual Fund. Presently, He manages the Essel Large Cap Equity Fund.

Earlier, he has worked with Reliance Nippon Life Insurance as Fund Manager - ULIP and Research Analyst.

Academically, Mr Makhija has completed the CFA program of CFA Institute (USA). Besides, he is also an MBA from K.J. Somaiya Institute of Management and a Chartered Accountant.

Debt Fund Managers

Mr Archit Shah

Mr Shah is the Fund Manager- Fixed Income at Essel Mutual Fund. He has been associated with the company since 2017. 

Earlier he worked with I-Peritus Solutions and Services Private Limited as Research Analyst in 2009. Later, in 2010 he joined CRISIL Global Research & Analytics as Research Analyst. He also worked with Acko General Insurance in 2017 as the Head of Investments.

Presently, at Essel Mutua Fund he manages an AUM of Rs. 531cr invested in 45 schemes. The following are some of the schemes he manages-

  • Essel Short Term Fund and Essel Liquid Fund
  • Essel 3 in 1 Fund and Essel Ultra Short Term Fund Super Institutional Plan

Academically, Mr Shah holds a B.Com degree from the Narsee Monjee College of Commerce and Economics. He is also an MBA in Finance from the N. L. Dalmia Institute of Management Studies and Research. In addition, he is also a Chartered Financial Analyst from the CFA Institute.

Key Information about Essel Mutual Fund (Peerless)

Mutual Fund Essel Mutual Fund
Asset Management Company Essel Asset Management Private Limited
Founded 4th December 2009
Incorporated  9th April 2009
Sponsors Essel Finance Wealth Zone Private Limited
Trustee Essel Mutual Fund Trustee Limited 
Chairman Mr Amitabh Chaturvedi
MD/CEO Mr Rajiv Shastri
CIO Mr Viral Berawala 
Investor Service Officer Ms Roshni Chorge
Compliance Officer Mr Madangopal Jalan
Asset Managed Rs. 855.51cr

 

Essel Mutual Fund (Peerless) Contact Details

Auditors M/s S R Batliboi and Company
custodians HDFC Bank Limited
Registrars NA
Address “Peerless Mansion”
3rd Floor,1, Chowringhee Square
Kolkata 700069
Telephone Nos. 033 - 40185000/ 022 - 61779922
Fax Nos. 033-40185010
Email mutualfund@esselfinance.com
website https://mutualfund.esselfinance.com/